EverSource Wealth Advisors’s Jones Lang LaSalle JLL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $128K | Buy |
499
+126
| +34% | +$32.2K | 0.01% | 1066 |
|
2025
Q1 | $92.5K | Buy |
373
+32
| +9% | +$7.93K | 0.01% | 934 |
|
2024
Q4 | $86.3K | Buy |
341
+30
| +10% | +$7.59K | ﹤0.01% | 956 |
|
2024
Q3 | $83.9K | Sell |
311
-162
| -34% | -$43.7K | 0.01% | 857 |
|
2024
Q2 | $119K | Sell |
473
-102
| -18% | -$25.6K | 0.01% | 728 |
|
2024
Q1 | $104K | Hold |
575
| – | – | 0.01% | 687 |
|
2023
Q4 | $109K | Sell |
575
-75
| -12% | -$14.2K | 0.01% | 610 |
|
2023
Q3 | $91.8K | Buy |
650
+1
| +0.2% | +$141 | 0.01% | 598 |
|
2023
Q2 | $101K | Buy |
649
+330
| +103% | +$51.4K | 0.01% | 579 |
|
2023
Q1 | $46.4K | Buy |
319
+8
| +3% | +$1.16K | 0.01% | 814 |
|
2022
Q4 | $49.6K | Sell |
311
-14
| -4% | -$2.23K | 0.01% | 766 |
|
2022
Q3 | $49K | Sell |
325
-48
| -13% | -$7.24K | 0.01% | 642 |
|
2022
Q2 | $65K | Buy |
+373
| New | +$65K | 0.02% | 527 |
|